Filing status
- Accounts due
- 31 May 2027
- Last accounts
- 31 August 2025
- Conf. stmt due
- 5 March 2027
- Last conf. stmt
- 19 February 2026
Whitaker Midgley Wealth Management Limited
- Incorporated
- 27 August 2010 (16 years)
- Industry
- Financial management (70221)
- Directors
- Sarah CreeRebecca Louise MidgleyJonathan David Midgley
- Owned by
- Jonathan David MidgleyPaul Jeremy Whitaker
- Accounts type
- Total exemption full
- Region
- Yorkshire
- Address
- Suite 3Aireside House Aireside Business CentreRoyd Ings AvenueKeighleyBD21 4BZ
Officers 4 active
Officer details are public data from the Companies House register.
Cree, Sarah
Director · Appointed 10 November 2021
British
Born December 1972 (53)
Midgley, Rebecca Louise
Director · Appointed 10 November 2021
British
Born February 1972 (54)
Midgley, Jonathan David
Director · Appointed 27 August 2010
British
Born August 1970 (56)
Director · Appointed 27 August 2010
British
Born June 1975 (51)
Ownership 2 active
People and entities with significant control, from the Companies House PSC register
Jonathan David Midgley
Individual · Notified 6 April 2016
Owns 25–50% of shares
Holds 25–50% of voting rights
British
Born August 1970 (56)
Individual · Notified 6 April 2016
Owns 25–50% of shares
Holds 25–50% of voting rights
British
Born June 1975 (51)
Financials
Balance sheet as at 31 August 2025 · total exemption full accounts
- Net Assets
- £2,470
- Cash
- £67,617
- Employees
- 6
- Debt Ratio
- 99%
- Current Ratio
- 0.8x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £44,078 | £75,206 | £137,327 | £0 | £34,063 | £60,416 | |
| Current Assets | £140,972 | £135,556 | £126,946 | £165,447 | £248,070 | £116,597 | |
| Debtors | £73,355 | £68,905 | £95,278 | £105,533 | £108,676 | £91,581 | |
| Cash | £67,617 | £66,651 | £31,668 | £59,914 | £139,394 | £25,016 | |
| Creditors (< 1 year) | £171,560 | £115,308 | £92,362 | £92,905 | £165,272 | £98,599 | |
| Creditors (> 1 year) | £0 | £74,044 | £117,102 | £0 | £18,885 | £61,141 | |
| Net Current Assets | (£30,588) | £20,248 | £34,584 | £72,542 | £82,798 | £17,998 | |
| Net Assets | £2,470 | £2,608 | £28,717 | £72,542 | £97,972 | £17,262 | |
| Shareholder Funds | £2,470 | £2,608 | £28,717 | £72,542 | £97,972 | £17,262 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 4 March 2026 | Confirmation statement with no updates | 19 February 2026 | ||
| 3 March 2026 | Change of details for a person with significant control | |||
| 23 December 2025 | Total exemption full accounts | 31 August 2025 | ||
| 6 March 2025 | Confirmation statement with updates | 19 February 2025 | ||
| 30 January 2025 | Total exemption full accounts | 31 August 2024 |
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